List of Financial advisors in Salt Lake City
Salt Lake City, Utah, has 156 Financial advisors in this dataset, last verified September 6, 2026. Local listings make up 53% of all Financial advisors in Utah.
37 Financial advisors in Salt Lake City list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Utah average, 24.4% against 27.8%, so expect phone (98.1% coverage) to do most of the work.
With 94.9% already online (in line with 96.9% across Utah), only 8 Financial advisors in Salt Lake City lack a website, so site improvements and SEO are the stronger pitch. 27 of their websites list a contact page URL.
79% of the 66 rated Financial advisors in Salt Lake City hold a 5-star average, in line with the Utah figure of 83%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
25
21
25
14
YouTube
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Financial advisors List in Salt Lake City
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Daniel D Vazquez | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Laura A Harkort, CFP®|CEPA®|AAMS®|CRPS⢠| Address | Salt Lake City | Utah | United States | Email | Phone | 3 | 3.7 | — | — | — | — | ||
 | ApexFlow Wealth Management | Address | Salt Lake City | Utah | United States | Email | Phone | 3 | 5 | ||||||
Sterling Financial Group | Address | Salt Lake City | Utah | United States | Email | Phone | 5 | 2.6 | — | — | — | — | |||
 | Jack O'Leary - Morgan Stanley Financial Advisor | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Twin Peaks Wealth Management, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | U.S. Bancorp Advisors - Financial Advisors: Benjamin Bird | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Albion Financial Group | Address | Salt Lake City | Utah | United States | Email | Phone | 6 | 4.3 | — | — | — | — | ||
 | Rex Baxter - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Wallace E Beck Jr - Financial Advisor, Ameriprise Financial Services, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Soltis Investment Advisors | Address | Salt Lake City | Utah | United States | Email | Phone | 27 | 4.7 | — | — | — | — | ||
 | Adam Machado, CFP® - Mountain America Investment Services | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Fortress Asset Management | Address | Salt Lake City | Utah | United States | Email | Phone | 3 | 1 | — | ||||||
 | KAR Wealth Management | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Allen McNeal - UBS Financial Services Inc. | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 156 records with complete field coverage.
Get the full Financial advisors database
156 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Salt Lake City
Most popular business categories across Salt Lake City
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Salt Lake City
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 156 Financial advisors in Salt Lake City, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Salt Lake City, Utah
Each of these buyers can work the 156 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 156 Financial advisors in Salt Lake City.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Salt Lake City, Utah
Start with the 37 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (153): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (38): 24.4% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (27): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Salt Lake City, Utah
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (131): 84% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Salt Lake City
With 156 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 156 Financial advisors in Salt Lake City and plan visit days by neighborhood.
- Postal code patches: split Salt Lake City by postal code to divide accounts between reps or focus on specific parts of town.
Data Coverage for Financial advisors in Salt Lake City
156 records · verified September 6, 2026
- Phone numbers
- 153
- Email addresses
- 38
- Phone and email
- 37
- Websites
- 148
Google ratings· 66 rated (42%)
79% hold 5 stars
- 1-star rated
- 3
- 4.5% of rated
- 2-star rated
- 3
- 4.5% of rated
- 3-star rated
- 5
- 7.6% of rated
- 4-star rated
- 3
- 4.5% of rated
- 5-star rated
- 52
- 78.8% of rated
Social profiles:
- Facebook:25· 16%
- LinkedIn:25· 16%
- Instagram:21· 13.5%
- X (Twitter):14· 9%
- YouTube:14· 9%
Financial advisors in Salt Lake City are a phone-first market: 98.1% list a phone number but only 24.4% publish an email. Among 66 rated Financial advisors, 79% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Frequently asked questions about Financial advisors in Salt Lake City, Utah
Everything you need to know about our financial advisors database for Salt Lake City, Utah: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Salt Lake City, Utah?
There are 156 financial advisors in Salt Lake City, Utah in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Salt Lake City market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Salt Lake City, Utah?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Salt Lake City, Utah?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Salt Lake City, Utah?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Salt Lake City, Utah as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Salt Lake City, Utah cost?
The complete financial advisors leads database for Salt Lake City, Utah costs $10 as a one-time payment.
You get instant access to all 156 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Salt Lake City, Utah specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Salt Lake City, Utah financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Salt Lake City, Utah have phone numbers?
153 financial advisors in Salt Lake City, Utah (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Salt Lake City, Utah have email addresses?
38 financial advisors in Salt Lake City, Utah (24%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Salt Lake City, Utah have both a phone number and an email address?
37 financial advisors in Salt Lake City, Utah have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Salt Lake City, Utah are active on social media?
Social profile coverage for financial advisors in Salt Lake City, Utah: 25 on LinkedIn, 25 on Facebook, 21 on Instagram, 14 on YouTube, 14 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Salt Lake City, Utah have a website?
148 financial advisors in Salt Lake City, Utah (95%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Salt Lake City, Utah do not have a website?
8 financial advisors in Salt Lake City, Utah operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Salt Lake City, Utah?
Rating breakdown for financial advisors in Salt Lake City, Utah: 52 with a 5-star rating, 3 with a 4-star rating, 5 with a 3-star rating, 3 with a 2-star rating, 3 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of Utah or the entire US?
Yes. Beyond Salt Lake City, we offer the complete Financial advisors database for Utah and a national all-50-states version.
If you buy the Salt Lake City list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Salt Lake City, Utah legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.